Best Proadvisor Podcasts (2025)

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QBO’s New Error Detection AI Agent 44:44

Play Pause

4d ago44:44

44:44

Jim Dzundza, Staff Product Manager for QuickBooks Accounting Automation, joins the show to demonstrate the revolutionary AI features rolling out in QuickBooks Online's new platform. From PDF statement uploads that eliminate manual data entry to intelligent anomaly detection that automatically flags unusual transactions in financial reports, these t…

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Special Edition - Joe Woodard's guest appearance on After The First Million 47:00

5d ago47:00

47:00

On this episode Joe Woodard is interviewed by Matt Tate, CEO of Decimal, about how accounting and bookkeeping firm owners can scale past the “messy middle” and into million-dollar practices. Joe emphasizes defining an ideal client, building outcome-driven service offerings, and pricing based on value rather than effort. He breaks down the path to $…

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Client Collaboration: Accessing QuickBooks Client Data 57:41

6d ago57:41

57:41

Mathew and Dan will be discuss that variety of ways to work with clients QuickBooks files in Online and Desktop. We will be joined by our friends at Qbox to take a closer look at how this option works. Learn About Qbox - https://snip.ly/SOBQBox QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and Quic…

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Interacting With QuickBooks Online's Platform Overhaul 53:59

11d ago53:59

53:59

Alicia and Dan take listeners on a comprehensive tour of QuickBooks Online's completely redesigned interface, breaking down the new dashboard, business feed with AI insights, and reorganized navigation structure. They explore how familiar features have been relocated and renamed, discuss new capabilities like enhanced payment processing and CRM too…

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Episode 129 - Profit vs. Purpose: The Future of Accounting in a PE World - The Woodard Report Podcast 34:59

12d ago34:59

34:59

On this episode Heather speaks with Jennifer Wilson, Partner and Co-Founder of ConvergenceCoaching®, LLC, about the sweeping influence of private equity (PE) in the accounting profession and what it means for firm culture, leadership, and client relationships. Jennifer explains how PE’s drive for rapid growth and profit could clash with accounting'…

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June 2025 QuickBooks Updates | Inventory, Square Integration, and What's Coming 40:48

18d ago40:48

40:48

QuickBooks is making inventory accessible to Simple Start and Essentials users with a new standalone $40/month module, while simultaneously upgrading their Square connector with faster transaction processing and sales tax tracking. Matthew and Alicia dive into the details of these changes, explore the underutilized Mineral HR platform that comes fr…

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Episode 128 - Living the Zero Inbox Lifestyle - The Woodard Report Podcast 46:22

19d ago46:22

46:22

On this episode Joe and Heather speak about conquering the email inbox using the “Zero Inbox” lifestyle and how it transforms both productivity and peace of mind. Joe walks listeners through a practical, judgment-free system based on David Allen’s productivity method using the four D's—Delete, Delegate, Do, and Defer—while Heather shares real-world…

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Look What We Found: June Edition - Interface Updates and Banking Feed Revolution 46:54

25d ago46:54

46:54

Alicia and Margie dive into their monthly roundup of new QuickBooks Online features they've discovered, including the controversial P&L and balance sheet badges in the chart of accounts that business owners actually love. They explore an exciting new expenses overview section with AI-generated insights, discuss the ability to schedule future invoic…

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Episode 127 - Navigating Turbulent Tariff Times - The Woodard Report Podcast 32:42

26d ago32:42

32:42

On this episode, Heather speaks with Damon Pike from BDO about how businesses, especially accounting professionals, can advise clients on managing the complexities of current tariffs. Damon highlights the critical need for companies to meticulously track customs duties. He also stresses the importance of keeping accurate documentation and understan…

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Keeper + Anchor ≠ Kanchor 37:48

1M ago37:48

37:48

Ben Stein from Keeper and Tal Ben Bassat from Anchor join the show to discuss their new integration that automatically configures client workflows in Keeper when proposals are signed in Anchor. The conversation covers how this partnership eliminates manual onboarding tasks, explores the broader trend of best-in-class apps working together rather th…

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Episode 126 - Does your practice have termites? - The Woodard Report Podcast 51:45

1M ago51:45

51:45

On this episode Joe speaks with Heather about identifying and removing toxic clients who undermine accounting and advisory practices. Joe shares a vivid metaphor—likening bad clients to termites in a home—and outlines a checklist to help firms define their ideal client profile based on profitability, behavior, scalability, and alignment with firm s…

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Beyond Invoices: Mastering QBO Payment Links 23:19

1M ago23:19

23:19

Dan and Alicia explore QuickBooks Online's payment links feature, which allows businesses to collect payments without traditional invoicing through shareable URLs, QR codes, and website buttons. They break down the differences between one-time and multi-use payment links, revealing creative applications from conference booths to nonprofit donation …

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Episode 125 - Geni Whitehouse’s Journey to Authentic Impact - The Woodard Report Podcast 31:43

1M ago31:43

31:43

On this episode Joe speaks with Geni Whitehouse about overcoming internal obstacles like perfectionism and imposter syndrome to create meaningful change in both life and career. Geni shares her journey from being a high-achieving CPA to finding fulfillment as a keynote speaker, urging listeners to pause, reflect, and ask themselves what they truly …

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Login Vulnerabilities and QB Pricing Updates [5.27.25] 1:02:56

2M ago1:02:56

1:02:56

Dan and Lynda Artesani discuss the latest rash of Intuit Accountant login hijackings and what ProAdvisors can do to safeguard their logins to protect their client's data. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very…

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Going Ape for APIs (Breaking News with Hector Garcia) 46:07

2M ago46:07

46:07

Intuit has announced major changes to their API ecosystem, introducing usage-based pricing for developers starting July 28th while simultaneously launching new APIs for inventory adjustments, custom fields, projects, sales tax, and payroll compensation. Hector Garcia joins Alicia and breaks down how these changes will impact everything from app pri…

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Episode 124 - From High Jump to High Impact: Chaunte's Boundless Journey - The Woodard Report Podcast 31:42

2M ago31:42

31:42

On this episode, Joe speaks with Chaunté about how her journey as a four-time Olympian and breast cancer survivor has reshaped her understanding of resilience, faith, and purpose. She shares how her athletic discipline, mindset, and spiritual grounding prepared her to train for the Olympics even during chemotherapy—motivated not by medals, but by h…

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May 2025 QuickBooks Online Updates 25:03

2M ago25:03

25:03

Alicia delivers a complete rundown of Intuit's May 2025 announcements from both "In the Know" and Firm of the Future. QuickBooks Bill Pay now offers same-day payments and check image viewing, while Enterprise Suite introduces multi-entity dashboards with consolidated reporting across companies. Notable updates include annual QuickBooks Ledger billi…

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Episode 123 - Accounting's AI Revolution Is Here - The Woodard Report Podcast 30:13

2M ago30:13

30:13

On this episode Joe speaks with Liz Scott about the ongoing AI revolution in the accounting profession and how it's transforming the way firms handle data, reduce burnout, and deliver client insights. Liz breaks AI down into three key “buckets”: bookkeeping, data review, and client deliverables—explaining how each is being reshaped by AI-powered to…

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The 20 Things Bookkeepers Should Never Do (Wheel of Rants) 53:21

2M ago53:21

53:21

Alicia and Veronica spin their "Wheel of Rants" to discuss essential boundaries accountants and bookkeepers should establish in their practice. From avoiding legal advice to setting proper client communication channels, they share war stories about embezzlement, email scams, and problematic client relationships. The hosts reveal why engagement lett…

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Episode 122 - Maximizing ROI at Accounting Conferences - The Woodard Report Podcast 47:20

2M ago47:20

47:20

On this episode Joe speaks with Heather about how to maximize your return on investment from conferences by attending with intention, identifying clear learning goals, and planning connections in advance. They dive into the “three threes” approach—three skills to learn, three tools to explore, and three people to meet—and emphasize the importance o…

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Is the Grass Greener with Xero? 1:06:06

2M ago1:06:06

1:06:06

There are times as a QuickBooks ProAdvisor that you might want to entertain other options, either temporary or permanently. Lynda Artesani and Sarah Prevost join the panel to discuss the differences between QBO and Xero for those that might be looking to add Xero to their suite of supported offerings. Learn about Xero: https://xero5440.partnerlinks…

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Recertification Season 36:50

2M ago36:50

36:50

Alicia and Margie break down the QuickBooks ProAdvisor certification process, exploring the differences between certification levels and the benefits of becoming certified. They discuss the recently opened recertification period, explain how to navigate the testing process, and share insider tips for passing the exams with confidence. Learn how cer…

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Tags Are Back! (I Told You So!) 6:56

2M ago6:56

6:56

Intuit has reversed course and TAGS are back! Previous episode about Tags being cancelled: Taps for Tags, April 3, 2025, uqb.show/84By Alicia Katz Pollock, MAT

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Episode 121 - IRS Shakeups, AI Breakthroughs: Turning Industry Chaos into Opportunity - The Woodard Report Podcast 36:35

2M ago36:35

36:35

On this episode Heather speaks with Eric Green, Founder of the Tax Rep Network, about leveraging expert tax representation to empower business advisors in streamlining client services. They delve into how Eric’s extensive experience as a tax attorney and founder of the tax rep network aids in enhancing efficiency and effectiveness in client engagem…

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Beta Tests Gone Wild 1:03:43

2M ago1:03:43

1:03:43

Alicia and Margie explore the latest QuickBooks Online updates from April 2025, including granular access for firm members, client ID capabilities, and enhanced bill pay onboarding. They dive into unexpected beta features appearing across different QBO files, from personal cloud backups to journal entry conversions. The hosts also discuss the upcom…

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Episode 120 - Unlocking Growth: How CAS and AI Are Reshaping Accounting Firms - The Woodard Report Podcast 40:06

3M ago40:06

40:06

On this episode Joe speaks with Dan Hood, editor-in-chief of Accounting Today, about the latest trends from Accounting Today's research on the Top 100 firms, the explosive growth of Client Accounting Services (CAS), and how firms are adapting to staffing shortages and technological innovation. They dive into why CAS is the future growth engine for …

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Behind on AI Adoption? Because the Second Best Time to Start is Today! 59:50

3M ago59:50

59:50

Ted McRae - Certified Prompt Specialist will be joining Matt and Dan to overview strategies accounting professionals can utilize in their practice to incorporate AI. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very pass…

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Look What We Found: April 2025 44:29

3M ago44:29

44:29

Alicia and Margie explore recent changes the found to QuickBooks Online, including the new Tap to Pay feature, sales tax payment capabilities, and enhanced migration limits for desktop to online conversion. They discuss interface updates like the modern balance sheet view and new receive payments screen, while sharing useful features that have been…

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Episode 119 - Counting on Change: How AI is Rewriting the Ledger - The Woodard Report Podcast 47:21

3M ago47:21

47:21

On this episode Joe and Heather talk about their recent experience taking a business leadership course on artificial intelligence at Brown University, where they explored the different types of AI—narrow, agentic, and general—and how each impacts the future of accounting. They emphasize that AI is no longer optional for firms; it’s a competitive ne…

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Intuit Enterprise Suite Updates with Hector Garcia | April 2025 1:12:40

3M ago1:12:40

1:12:40

Hector Garcia returns to discuss Intuit Enterprise latest updates, which include a revolutionary multi-entity allocation tool that simplifies expense distribution across companies. The episode explores impressive new features like consolidated dashboards that allow real-time comparisons across entities, enhanced project budgeting capabilities tailo…

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Episode 118 - The Price Is Right: Turning Onboarding into a Profit Center - The Woodard Report Podcast 36:19

3M ago36:19

36:19

On this episode Joe Woodard speaks with Deb Defer, Director of CAS Consulting at Woodard, about how firms can turn client onboarding from a loss leader into a profitable, strategic phase of their CAS engagements. They explore pricing structures like evergreen retainers, volume-discounted cleanups, and onboarding fees to ensure firms aren’t losing m…

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Intuit/QB Updates and FB Group Post Q&A 1:07:30

3M ago1:07:30

1:07:30

Matthew Fulton and Dan DeLong will be discussing some Intuit program updates as well as a discussion about Intuit's direction and how the accounting community will play a role in the direction they are heading. We will also be discussing some recent questions added in the the QB Power User Facebook Group QB Power Hour is a free, biweekly webinar se…

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Chart of Accounts (Wheel of Rants) 49:15

3M ago49:15

49:15

Veronica Wasek joins Alicia for "wheel of rants" to dive into QuickBooks Online's chart of accounts transformation. They explore how Intuit's changes to expand the chart have created both opportunities and challenges for accountants and small business owners alike. The hosts discuss common account types including opening balance equity, undeposited…

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Episode 117 - Grow or Stay Small? Finding Your Firm's Sweet Spot with Dave Olsen and Shane Rowley - The Woodard Report Podcast 37:45

3M ago37:45

37:45

On this episode, Heather Satterley chats with Dave Olsen and Shane Rowley from Nimbl about a big question many accounting pros wrestle with: Should you keep your firm small and flexible or scale it up? Dave shares his personal journey of growing Nimbl from a solo practice into a thriving business with over 100 team members, while Shane talks openly…

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Playing Taps for Tags 45:17

3M ago45:17

45:17

Alicia and Dan explain the retirement of the Tags feature in QuickBooks Online and outline the critical migration process to Custom Fields before the May 15th deadline. They break down why this change matters, explore the differences between tags and custom fields, and share creative ways businesses utilized tags for tracking everything from weathe…

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Episode 116 - The Gold Rush of Accounting: Tech, AI & Private Equity - The Woodard Report Podcast 35:07

3M ago35:07

35:07

On this episode, Heather speaks with Todd Robinson, Director of Practice Engagement at Woodard, about the evolution of the accounting industry over the past two decades, from the early days of QuickBooks Online to today's AI-driven landscape. They explore the rise of Client Advisory Services (CAS), the growing interest of private equity in accounti…